Sean O'Shaughnessey on July 31st, 2014
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Company name Dassault Systemes S.A. (ADR)
Stock ticker DASTY
Live stock price (DASTY: 67.04 +0.29 +0.43%)
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Fair
P/E growth Poor
EBIT growth Fair

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $24.71
Target stock price (averages with growth) $30.61
Target stock price (averages with no growth) $29.94
Target stock price (manual assumptions) $73.31

The following company description is from Google Finance: http://www.google.com/finance?q=dasty

Dassault Systemes SA provides software solutions and consulting services. The Company’s global customer base includes companies primarily in 11 industrial sectors: Aerospace & Defense, Transportation & Mobility, Marine & Offshore, Industrial Equipment, High Tech, Architecture, Engineering & Construction, Consumer Goods Retail, Consumer Packaged goods Retail, Life Sciences, Energy, Process & Utilities, Financial & Business services. To serve these industries, the Company has developed a broad software applications portfolio, organized in brands, in order to provide comprehensive solutions responding to the extensive requirements of product development: Design, Realistic Simulation, Virtual Manufacturing and Production, Collaborative Innovation, Lifelike Experiences and Information Intelligence. Effective April 29, 2014, Dassault Systemes Americas Corp (Dassault), a unit of Dassault Systemes SA, acquired Accelrys Inc. On July 10, 2014, it acquired Simpack.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Dassault Systemes S.A. (ADR).

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Dassault Systemes S.A. (ADR) calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

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Sean O'Shaughnessey on July 31st, 2014
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loyal investor photoI am not a loyal investor.

I firmly believe that if a stock is going down I should not ride it back up again in order to recover my losses from that particular stock. This logic makes sense because other stocks are likely going up while the bad stock is going down.

If you follow the major indices on any given day such as the S&P 500 or NASDAQ Composite, you will see that at least 25% of the stocks are up while a least 25% of the stocks are going down. Why would you be a loyal investor and ride the stock down? Your money is the same regardless of the chosen stock that used as an investment.

There are no rewards to be a loyal investor. The investor that is holding a stock for one week and rides it for a 5% gain is not penalized or rewarded more than the loyal investor that is holding the stock for a year or 5 years after earning the profit. The market simply does not reward you to be loyal; it rewards you for being correct. Yes, there may be some tax implications but the tax on zero profit is zero. Making money will increase your taxes but only because you are making money!

You should be only investing with a broker that is charging a nominal amount for your stock transactions. As long as your profit exceeds the cost of the trades to go in or out of the stock, then you are financially ahead.

Stock that has dropped significantly for several days or week is not likely to immediately rebound and recover lost ground. The stock may eventually grow, but potentially will take weeks or months to recover from a 10% loss. You are much more likely to recover the 10% loss by investing your money in another stock that is currently growing.

A momentum investor is rarely a loyal investor. A momentum investor is an investor that doesn’t try to out-think the market, but rather tries to ride the wave of whatever it is hot at the time. I have no patience to ride the stock down, but rather I would prefer to ride stocks up. I am not a loyal investor that patiently waits for the company to fix its problems.

This strategy depends on technical indicators to allow me to analyze great companies and their momentum at any given time. This strategy is exactly what I describe in my book The Confident Investor.

Don’t be a loyal investor. You need to sell a loser stock. Don’t wait for it to rebound. It is much easier to recover from a losing position by investing in a stock that is increasing in value then being a loyal investor and waiting for an ailing stock to get healthy.

You can purchase my book wherever books are sold such as Amazon, Barnes and Noble, and Books A Million. It is available in e-book formats for Nook, Kindle, and iPad.

Photo by blue_quartz

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Sean O'Shaughnessey on July 31st, 2014
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This information was calculated on Jul 31, 2014 and is based on the closing value of the most recent trading day which may not be today.

This information is based on the Yahoo Historical Pricing and is only as good or as current as that data Click here to read the rest of this article

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Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
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Company name CA, Inc.
Stock ticker CA
Live stock price (CA: 28.88 -0.70 -2.37%)
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $36.05
Target stock price (averages with growth) $194.8
Target stock price (averages with no growth) $303.68
Target stock price (manual assumptions) $27.93

The following company description is from Google Finance: http://www.google.com/finance?q=ca

CA, Inc. (CA) is an independent enterprise information technology (IT) management software and solutions company. CA develops and delivers software and services. The Company operates in three segments: Mainframe Solutions, Enterprise Solutions and Services. The Company addresses components of the computing environment, including people, information, processes, systems, networks, applications and databases, across hardware and software platforms and programs. It offers a portfolio of software solutions, including mainframe; service assurance; security (identity and access management); service and portfolio management, and virtualization and service automation. It delivers its products on-premises or, for certain products, using Software-as-a-Service (SaaS). In June 2013, the Company announced it has completed the acquisition of privately-held Layer 7 Technologies.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in CA, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of CA, Inc. calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

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To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
Sean O'Shaughnessey on July 30th, 2014
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This information was calculated on Jul 30, 2014 and is based on the closing value of the most recent trading day which may not be today.

This information is based on the Yahoo Historical Pricing and is only as good or as current as that data Click here to read the rest of this article

Share
Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
Sean O'Shaughnessey on July 29th, 2014
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Company name Craft Brew Alliance Inc
Stock ticker BREW
Live stock price (BREW: 11.22 +0.01 +0.09%)
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Poor
P/E growth Good
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $17.91
Target stock price (averages with growth) $21.01
Target stock price (averages with no growth) $11
Target stock price (manual assumptions) $16.46

The following company description is from Google Finance: http://www.google.com/finance?q=brew

Craft Brewers Alliance, Inc. produces craft-brewed beers. The Company’s products include distinct brand names Redhook E.S.B., Ballard Bitter I.P.A., Blackhook, Wheathook, Winterhook seasonal ale and the newest brand Redhook Rye. The Company packages its craft beers in both bottles and kegs. The production of its specialty bottled and draft products are located in the Fremont neighborhood of Seattle, Washington, Woodinville, a suburb of Seattle and Portsmouth, New Hampshire.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Craft Brew Alliance Inc.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Craft Brew Alliance Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

Share

Tags:

Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
Sean O'Shaughnessey on July 29th, 2014
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This information was calculated on Jul 29, 2014 and is based on the closing value of the most recent trading day which may not be today.

This information is based on the Yahoo Historical Pricing and is only as good or as current as that data Click here to read the rest of this article

Share
Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury